See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,188 | $102,317+29.2% | $146,958-10.1% | $80,856+63.5% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.2%+12.0pp | 67.6%+26.5pp |
| Annual return | 15.19% | 134.76%-119.6pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,961 | $3,713-20.3% | $4,933-40.0% | $2,755+7.5% |
| Participant deferral / active EE | $6,824 | $6,644+2.7% | $8,070-15.4% | $4,296+58.9% |
| Admin fee / account holder | $1,350 | $7,941-83.0% | $12,998-89.6% | $6,918-80.5% |